LNXSF - Bull Or Bear - 6 Ideas That May Make Money In The Next 12 Months

• Investors do not need to make a macro or market call to make money. With inflation wreaking havoc on lower-end consumer spending, investors are seeking ways to optimize returns.
• The high-end consumer remains strong, but investors have indiscriminately thrown out retail names without recognizing the value and upside in several upscale consumer names such as CPRI and PVH.
• WestRock stands alone in the paper/packaging sector with an ultra-strong management team who are checking all the right boxes to unlock shareholder value.
• In the chemical sector, the two cheapest names remain Trinseo and Lanxess. These names are going to see massive upside from current levels.
• HeidelbergCement is not just ridiculously cheap; but a terrific infrastructure play in Europe and what will prove to be a key beneficiary in ultimately rebuilding Ukraine, which will happen at some point soon.

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